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BOK Financial Private Wealth’s Constellation Energy CEG Stock Holding History

BOK Financial Private Wealth’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73K Buy
+15
New +$4.22K ﹤0.01% 536
2025
Q1 		– Sell
-8
Closed -$1.79K – 502
2024
Q4 		$1.79K Buy
+8
New +$2K ﹤0.01% 454
2024
Q2 		– Sell
-33
Closed -$6.1K – 471
2024
Q1 		$6.1K Hold
33
– – ﹤0.01% 389
2023
Q4 		$3.86K Buy
+33
New +$3.85K ﹤0.01% 413

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BOK Financial Private Wealth's CEG Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Constellation Energy (CEG) in Q2 2026: 15 shares worth $3.73K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in CEG as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in CEG in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.1K in Q1 2024. 1,865 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • BOK Financial Private Wealth held 15 shares of Constellation Energy worth $3.73K as of Q2 2026.
  • Constellation Energy was a new BOK Financial Private Wealth position in Q2 2026.
  • Constellation Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #536 holding.
  • BOK Financial Private Wealth first reported a position in Constellation Energy in Q4 2023 and has held it in 4 quarters since.
  • BOK Financial Private Wealth's Constellation Energy position peaked at $6.1K in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.